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WEBINARS ON DEMAND

Capital Options for Insurance Businesses
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An interactive, audience-driven panel discussion that will address common questions insurance business owners have about how to fulfill their unique capital needs. Our experts, who have collectively closed hundreds of millions of dollars in loans to agents, MGAs, program administrators and brokers, will answer your specific questions and provide insight on issues most common to businesses like yours

Succession Planning for Insurance Professionals

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Have you thought about succession planning but don’t know exactly where to start? This dynamic webinar provides the detail you will need to begin planning for the future today.

Topics include:

  • Building a sustainable business for long term growth
  • Retiring gradually – on your own terms – while maximizing your business value
  • Retaining next generation talent by creating an ownership opportunit

Understanding M&A Deal Process and Structure
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We hear and read about best practices for successful agency mergers and acquisitions, but what is the process really like? Watch our latest webinar, “Understanding M&A Deal Process and Structure” with Chris Hughes of Merger & Acquisition Services. Chris will leave you with better understanding of the following:

  • Overview of the M&A Process
  • Preparation and Marketing
  • Controlled Auction Process
  • Deal Structures
  • Timeline
M&A Due Diligence and Contracts
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Webinar recording link

We hear and read about best practices for successful mergers and acquisitions, but what is the process really like? Join us for our final webinar in this series, “Mergers & Acquisitions, Due Diligence and Contracts” with Chris Hughes of Merger & Acquisition Services. Chris will leave you with a better understanding of the following:

  • Diligence Process and Timing
  • Financial, Legal and Operational Diligence
  • Diligence Obstacles
  • Key M&A Contracts
  • Asset Purchase Agreement, Non-compete, Employment Agreements
  • Key Terms and Contracts
  • Minimizing Execution Risk

FEATURED BLOGS

Choosing Fixed- or Variable-Rate Business Financing

Choosing Fixed- or Variable-Rate Business Financing

Traditionally, commercial borrowers have had limited options in the type of financing available to meet their business needs. Whether the purpose was for business growth or simply boosting working capital, many lenders have not tailored their financial products to borrower’s requirements. For borrowers, that usually meant variable rates that were based off of benchmark indices such as the prime rate. Unfortunately, the inherent volatility of those indices often made it difficult to ensure cash flows are sufficient to repay your obligations.
Appealing to Millennials Part 2

Appealing to Millennials Part 2

In this, the second part of our two-part blog series on how businesses can connect with potential millennial clients, I will be covering those areas in which a professional online presence can benefit the bringing-in of said clients.  In the previous part, I discussed the benefits of a personal and social online presence. 
Appealing to Millennials Part 1

Appealing to Millennials Part 1

As an older-looking member of generation Z, people often ask me what it is that they can do to attract potential clients from the millennial age group.
The digital landscape is changing the customer journey.

The digital landscape is changing the customer journey.

The digital landscape is changing the customer journey. Most insurance professionals have noticed a shift in how customers seek information and make buying decisions.  How you market your business in this new, electronic and fast-paced world can determine whether your...

Have questions? Talk with our experts for more information.